Forum Discussion

MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
4 years ago

Pipeline: Look up a Record based on the Key field?

I'm trying to have a Pipeline step do a "Lookup a Record" action.  It will let me do the lookup for a Record ID, but I have a custom Key field and I want to lookup based on that Key field.

Is that Possible?  It just offers me Record ID# to look up on.

I'm looking for a way to know if a value for the Key field from a previous step already exists in a table so I can create it if needed.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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Pipelines
  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    4 years ago
    In my use case I was able to solve my roadblock by creating the Record unconditionally if necessary by making a Bulk Record Insert, adding a Row and then Committing the Upsert.  hat way if it already exists, it would have no effect.   But I'm still curious if a record can be looked up by the Key field as the Lookup only seems to offer a lookup based on Record ID#.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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    • KristofferKeen1's avatar
      KristofferKeen1
      Quickbase Staff
      4 years ago
      Mark- It is true that the "Look up a record" step only allows Record ID (regardless of a custom key field).  However, as an alternative, you can use the Search Records step to search for any fields, including a custom key (and if needed, you could add a Limit to only return 1 record).  Then as a subsequent step, you could add a query that if the search returned "empty records" you can create the missing record.



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      Kristoffer Keene
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        4 years ago
        Good to know!  I did not realize that you could filter on if the search returned no results.  That is what I was missing.

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        Mark Shnier (YQC)
        Quick Base Solution Provider
        Your Quick Base Coach
        http://QuickBaseCoach.com
        mark.shnier@gmail.com
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